0000950123-20-005378.txt : 20200515 0000950123-20-005378.hdr.sgml : 20200515 20200515161153 ACCESSION NUMBER: 0000950123-20-005378 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Spears Abacus Advisors LLC CENTRAL INDEX KEY: 0001426319 IRS NUMBER: 205909012 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12956 FILM NUMBER: 20885280 BUSINESS ADDRESS: STREET 1: 147 EAST 48TH STREET CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-230-9800 MAIL ADDRESS: STREET 1: 147 EAST 48TH STREET CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001426319 XXXXXXXX 03-31-2020 03-31-2020 Spears Abacus Advisors LLC

147 East 48th Street New York NY 10017

13F HOLDINGS REPORT 028-12956 N Robert Raich 212-230-9800 /s/ Robert Raich Wardsboro VT 05-15-2020 0 218 817412 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COM 88579Y101 602 4409 SH SOLE 4409 0 0 ABBVIE INC COM 00287Y109 507 6656 SH SOLE 6656 0 0 ACCENTURE PLC IRELAND SHS CLASS A g1151c101 335 2053 SH SOLE 2053 0 0 AIR PRODS & CHEMS INC COM 009158106 1023 5124 SH SOLE 5124 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 319 2326 SH SOLE 2326 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17064 87742 SH SOLE 87742 0 0 ALPHABET INC CAP STK CL A 02079K305 21927 18871 SH SOLE 18711 0 160 ALPHABET INC CAP STK CL C 02079K107 23371 20099 SH SOLE 19976 0 123 ALPHATEC HLDGS INC COM NEW 02081g201 345 100000 SH SOLE 100000 0 0 ALTRIA GROUP INC COM 02209s103 456 11799 SH SOLE 11799 0 0 AMAZON COM INC COM 023135106 300 154 SH SOLE 154 0 0 AMERICAN EXPRESS CO COM 025816109 506 5911 SH SOLE 5911 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 14331 590961 SH SOLE 585461 0 5500 AMERICAN ELEC PWR CO INC COM 025537101 348 4350 SH SOLE 4350 0 0 AMN HEALTHCARE SVCS INC COM 001744101 322 5576 SH SOLE 5576 0 0 AON PLC SHS CL A G0408V102 3027 18343 SH SOLE 18343 0 0 APPLE INC COM 037833100 38869 152852 SH SOLE 151912 0 940 APTIV PLC SHS g6095l109 12229 248363 SH SOLE 245963 0 2400 ARCHER DANIELS MIDLAND CO COM 039483102 213 6042 SH SOLE 6042 0 0 AT&T INC COM 00206R102 1838 63040 SH SOLE 63040 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1481 10834 SH SOLE 10834 0 0 AXIS CAPITAL HOLDINGS LTD SHS g0692u109 1366 35351 SH SOLE 35351 0 0 BALL CORP COM 058498106 43174 667708 SH SOLE 663408 0 4300 BK OF AMERICA CORP COM 060505104 1096 51632 SH SOLE 51632 0 0 BANK NEW YORK MELLON CORP COM 064058100 379 11262 SH SOLE 11262 0 0 BECTON DICKINSON & CO COM 075887109 16407 71405 SH SOLE 70875 0 530 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 19713 107823 SH SOLE 107133 0 690 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1360 5 SH SOLE 5 0 0 BGC PARTNERS INC CL 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INC COM 156700106 134 14183 SH SOLE 14183 0 0 CHEVRON CORP NEW COM 166764100 210 2895 SH SOLE 2895 0 0 CHIMERA INVT CORP COM NEW 16934Q208 373 40999 SH SOLE 40999 0 0 CHUBB LIMITED COM H1467J104 31446 281551 SH SOLE 279561 0 1990 CISCO SYS INC COM 17275r102 301 7646 SH SOLE 7646 0 0 CITIGROUP INC COM NEW 172967424 10399 246880 SH SOLE 243460 0 3420 CITRIX SYS INC COM 177376100 5329 37650 SH SOLE 37650 0 0 CME GROUP INC COM 12572Q105 4926 28490 SH SOLE 28490 0 0 COCA COLA CO COM 191216100 301 6795 SH SOLE 6795 0 0 COCA COLA CONSOLIDATED INC COM 191098102 239 1148 SH SOLE 1148 0 0 COLGATE PALMOLIVE CO COM 194162103 416 6266 SH SOLE 6266 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 211 3018 SH SOLE 3018 0 0 COMCAST CORP NEW CL A 20030N101 23588 686105 SH SOLE 680805 0 5300 CORESITE RLTY CORP COM 21870Q105 443 3821 SH SOLE 3821 0 0 CORNING INC COM 219350105 316 15369 SH SOLE 15369 0 0 COSTCO WHSL CORP NEW COM 22160k105 558 1957 SH SOLE 1957 0 0 CREDIT SUISSE GROUP SPONSORED ADR 225401108 109 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INC COM 58933Y105 1919 24943 SH SOLE 24943 0 0 MICROSOFT CORP COM 594918104 72406 459109 SH SOLE 457429 0 1680 MID AMER APT CMNTYS INC COM 59522j103 223 2160 SH SOLE 2160 0 0 MODINE MFG CO COM 607828100 117 36142 SH SOLE 36142 0 0 MOLINA HEALTHCARE INC COM 60855R100 281 2014 SH SOLE 2014 0 0 MONDELEZ INTL INC CL A 609207105 20461 408571 SH SOLE 405271 0 3300 MOTOROLA SOLUTIONS INC COM NEW 620076307 2959 22259 SH SOLE 22259 0 0 MVC CAPITAL INC COM 553829102 44 10000 SH SOLE 10000 0 0 NEW YORK TIMES CO CL A 650111107 393 12786 SH SOLE 12786 0 0 NEPTUNE WELLNESS SOLUTIONS I COM 64079L105 32 27000 SH SOLE 27000 0 0 NEWELL BRANDS INC COM 651229106 153 11534 SH SOLE 11534 0 0 NIKE INC CL B 654106103 243 2932 SH SOLE 2932 0 0 NORTHERN OIL & GAS INC NEV COM 665531109 93 140404 SH SOLE 140404 0 0 NORTHROP GRUMMAN CORP COM 666807102 1605 5305 SH SOLE 5305 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 1450 4818 SH SOLE 4818 0 0 ORACLE CORP COM 68389X105 35537 735300 SH SOLE 728830 0 6470 PAYPAL HLDGS INC COM 70450Y103 3552 37096 SH SOLE 37096 0 0 PEPSICO INC COM 713448108 3107 25871 SH SOLE 25871 0 0 PFIZER INC COM 717081103 864 26484 SH SOLE 26484 0 0 PHILIP MORRIS INTL INC COM 718172109 835 11440 SH SOLE 11440 0 0 PRA HEALTH SCIENCES INC COM 69354M108 287 3458 SH SOLE 3458 0 0 PRECISION DRILLING CORP COM 2010 74022d308 4 12070 SH SOLE 12070 0 0 PROCTER & GAMBLE CO COM 742718109 1753 15935 SH SOLE 15935 0 0 PROGRESSIVE CORP OHIO COM 743315103 3257 44103 SH SOLE 44103 0 0 PROLOGIS INC. COM 74340W103 12419 154529 SH SOLE 153129 0 1400 REGIONS FINANCIAL CORP NEW COM 7591EP100 502 56016 SH SOLE 56016 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 7188 179574 SH SOLE 176874 0 2700 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 7950 243412 SH SOLE 240712 0 2700 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5006 143466 SH SOLE 143466 0 0 ROYAL GOLD INC COM 780287108 274 3129 SH SOLE 3129 0 0 S&P GLOBAL INC COM 78409V104 677 2761 SH SOLE 2761 0 0 SCHLUMBERGER LTD COM 806857108 225 16700 SH SOLE 16700 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 272 3649 SH SOLE 3649 0 0 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 120 11996 SH SOLE 11996 0 0 SHERWIN WILLIAMS CO COM 824348106 412 896 SH SOLE 896 0 0 SMITH A O CORP COM 831865209 205 5428 SH SOLE 5428 0 0 SNAP INC CL A 83304A106 238 20000 SH SOLE 20000 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417m104 950 11600 SH SOLE 11600 0 0 STARBUCKS CORP COM 855244109 1338 20349 SH SOLE 20349 0 0 STATE STR CORP COM 857477103 400 7500 SH SOLE 7500 0 0 STRYKER CORP COM 863667101 938 5636 SH SOLE 5636 0 0 SWITCH INC CL A 87105L104 211 14647 SH SOLE 14647 0 0 TABULA RASA HEALTHCARE INC COM 873379101 322 6154 SH SOLE 6154 0 0 TAILORED BRANDS INC COM 87403A107 145 83600 SH SOLE 83600 0 0 THE TRADE DESK INC COM CL A 88339J105 289 1500 SH SOLE 1500 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 52870 186423 SH SOLE 185423 0 1000 TJX COS INC NEW COM 872540109 1365 28558 SH SOLE 28558 0 0 TRIMBLE INC COM 896239100 1050 33000 SH SOLE 33000 0 0 UBIQUITI INC COM 90353W103 217 1533 SH SOLE 1533 0 0 UNIFIRST CORP MASS COM 904708104 226 1496 SH SOLE 1496 0 0 UNION BANKSHARES INC COM 905400107 1193 53014 SH SOLE 53014 0 0 UNITED INS HLDGS CORP COM 910710102 111 12063 SH SOLE 12063 0 0 UNITED PARCEL SERVICE INC CL B 911312106 587 6286 SH SOLE 6286 0 0 UNITED TECHNOLOGIES CORP COM 913017109 257 2727 SH SOLE 2727 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2457 9854 SH SOLE 9854 0 0 V F CORP COM 918204108 255 4720 SH SOLE 4720 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 221 3133 SH SOLE 3133 0 0 VERISK ANALYTICS INC COM 92345y106 418 3000 SH SOLE 3000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 344 6406 SH SOLE 6406 0 0 VIRTU FINL INC CL A 928254101 4998 240072 SH SOLE 240072 0 0 VISA INC COM CL A 92826C839 297 1845 SH SOLE 1845 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 688 15045 SH SOLE 15045 0 0 WELLS FARGO CO NEW COM 949746101 1084 37758 SH SOLE 37758 0 0 WESTERN ALLIANCE BANCORP COM 957638109 299 9754 SH SOLE 9754 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 2467 89608 SH SOLE 89608 0 0 WHIRLPOOL CORP COM 963320106 2638 30749 SH SOLE 30749 0 0 WILLIAMS COS INC COM 969457100 329 23250 SH SOLE 23250 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 294 8674 SH SOLE 8674 0 0 YAMANA GOLD INC COM 98462y100 27 10000 SH SOLE 10000 0 0 ALPS ETF TR ALERIAN MLP 00162q866 39 11370 SH SOLE 11370 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369y209 308 3474 SH SOLE 3474 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 158 14072 SH SOLE 14072 0 0 INVESCO QQQ TR UNIT SER 1 46090e103 564 2961 SH SOLE 2961 0 0 ISHARES TR CORE S&P500 ETF 464287200 420 1625 SH SOLE 1625 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 251 7344 SH SOLE 7344 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1348 12509 SH SOLE 12509 0 0 ISHARES TR EXPANDED TECH 464287515 552 2627 SH SOLE 2627 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 289 3520 SH SOLE 3520 0 0 ISHARES TR RUS 1000 ETF 464287622 802 5668 SH SOLE 5668 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 933 6194 SH SOLE 6194 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 508 4438 SH SOLE 4438 0 0 ISHARES TR US OIL EQ&SV ETF 464288844 91 15300 SH SOLE 15300 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 2556 56469 SH SOLE 56469 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 450 7819 SH SOLE 7819 0 0 SPDR GOLD TRUST GOLD SHS 78463v107 514 3474 SH SOLE 3474 0 0 SPDR S&P 500 ETF TR TR UNIT 78462f103 4419 17143 SH SOLE 17143 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 840 3546 SH SOLE 3546 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204a207 487 3537 SH SOLE 3537 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 227 2199 SH SOLE 2199 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 489 11915 SH SOLE 11915 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 673 20175 SH SOLE 20175 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 365 10871 SH SOLE 10871 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 293 4201 SH SOLE 4201 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 256 1207 SH SOLE 1207 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 583 9349 SH SOLE 9349 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2007 15571 SH SOLE 15571 0 0